Create and Manage Workbooks

This article explains how to create, rename, and manage Workbooks in TexAu.

Coming soon: Workbooks are not yet available in all accounts. This article covers how they will work when the feature rolls out.

Create a Workbook

1. Click Workbooks in the left sidebar.

2. Click New Workbook.

3. Enter a name for the Workbook.

4. Click Create.

The Workbook opens with one empty table tab ready for you to configure.

Add a table to a Workbook

Tables inside a Workbook work like any other table in TexAu. You can configure them with Data Source Columns, Action Columns, and formulas.

1. Open the Workbook.

2. Click the + icon next to the existing table tabs.

3. Choose New Table or Import Existing Table.

4. The table appears as a new tab in the Workbook.

Important: Once a table is inside a Workbook, it is part of that Workbook. You cannot move a table between Workbooks after it has been added.

Rename a Workbook

1. Click the Workbook name at the top of the page.

2. Edit the name inline.

3. Press Enter to save.

Rename a table tab inside a Workbook

1. Double-click the table tab name.

2. Edit the name.

3. Press Enter to save.

Reorder table tabs

1. Click and hold a table tab.

2. Drag it to the desired position.

3. Release.

Delete a table from a Workbook

1. Right-click the table tab.

2. Select Delete Table.

3. Confirm the deletion.

Deleting a table removes all its data permanently. Any cross-table columns that reference this table will stop returning data.

Delete a Workbook

1. Open the Workbook.

2. Click the Settings icon at the top right.

3. Select Delete Workbook.

4. Type the Workbook name to confirm.

5. Click Delete.

Deleting a Workbook deletes all tables inside it. This action is permanent.

Share a Workbook

Workbooks follow your workspace-level sharing permissions. If your workspace is shared with team members, they can access all Workbooks by default.

To restrict access to a specific Workbook:

1. Open the Workbook.

2. Click Share in the top toolbar.

3. Select team members or roles who should have access.

4. Click Save.

Troubleshooting

I cannot find my Workbook in the sidebar.
Check that you are in the correct workspace. Workbooks are workspace-scoped. If you switch workspaces, your Workbooks from the previous workspace will not appear.

The + button to add a table tab is grayed out.
Your current plan may limit the number of tables allowed within a single Workbook. Check your plan limits under Settings > Billing.

I deleted a table from the Workbook and now cross-table columns show errors.
Deleting a source table breaks any cross-table references that pointed to it. You will need to update those columns to point to a different source or remove them.